Morning Brief

• Google wins the antitrust case, bond yield spikes, and retail splits

  Google parent Alphabet (GOOG) rallies after a judge ruled it will not have to divest Chrome in the DOJ’s antitrust case, though the company must end exclusive search deals. The decision also lifted Apple (AAPL), which benefits from its search partnership while gaining room to work with AI rivals. US bond yields climb, with the 30-year brushing 5% amid inflation, deficit, and geopolitical concerns. Macy’s (M) jumps on its strongest same-store sales growth in 12 quarters and raised guidance, while Dollar Tree (DLTR) slips despite a beat and higher full-year outlook as its Q3 profit forecast disappoints. In trending tickers, Campbell Soup (CPB) rises on better-than-feared results, Polestar (PSNY) posts a wider loss but reaffirms growth targets, and Kraft Heinz (KHC) gets an upgrade as it prepares to split into two companies. Takeaways: Google avoids Chrome breakup but faces new competition in AI search Bond yields near 5% as markets price in long-term inflation risks Macy’s rallies on strong sales; Dollar Tree sinks on soft profit outlook Campbell Soup, Polestar, and Kraft Heinz move on earnings and upgrades Yahoo Finance's flagship show, Morning Brief, is your go-to source for smarter investing and market moves. Thoughts? Questions? Fan mail? Please email us at [email protected]. Learn more about your ad choices. Visit megaphone.fm/adchoices

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• Inflation steady, Fed cut odds, AI chips slide

  US stock futures dip after the Fed’s preferred inflation gauge, core PCE, rose 2.9% year over year — in line with estimates but still above the central bank’s 2% target. Fed Governor Christopher Waller backed a September rate cut and signaled more easing ahead. Fed Governor Lisa Cook faces a court hearing today as she fights President Trump’s attempt to oust her over mortgage fraud allegations. Marvell Technology (⁠MRVL⁠) sinks on Wall Street after weak guidance and disappointing data center revenue, echoing Nvidia’s (NVDA) report earlier this week. Dell (DELL) also falls on lighter AI server sales and margin pressure, while Affirm (AFRM) jumps on strong earnings and an upbeat outlook. Takeaways: Core PCE inflation holds at 2.9%, keeping Fed cut bets alive Fed Governor Lisa Cook’s legal fight with Trump heads to court Marvell, Dell earnings show cracks in AI hardware demand Affirm rallies on buy now, pay later growth and strong outlook Yahoo Finance's flagship show, Morning Brief, is your go-to source for smarter investing and market moves. Thoughts? Questions? Fan mail? Please email us at [email protected]. Learn more about your ad choices. Visit megaphone.fm/adchoices

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• Nvidia wavers, GDP surprise, Mexico-China tariffs

  Nvidia (NVDA) stock edged lower after reporting record Q2 earnings but softer-than-expected data center revenue, signaling growth may moderate after a massive AI-driven boom. CEO Jensen Huang told Yahoo Finance that demand remains strong even without China sales, but investors are parsing export risks and new product outlooks. US stocks hold steady after GDP was revised up to 3.3%, with PCE inflation data due Friday and jobs data next week. Mexico plans to raise tariffs on China in its 2026 budget proposal, targeting cars, textiles, and plastics under pressure from the US. Meanwhile, Snowflake (SNOW) jumps on strong guidance, Warren Buffett’s Berkshire Hathaway (BRK-A) boosts stakes in Japan’s trading houses, and Best Buy (BBY) tops estimates but sticks with its forecast, citing tariff risks. Takeaways: Nvidia beats earnings but data center growth slows; China outlook in focus US GDP revised up; PCE and jobs data next key tests for Fed rate cuts Mexico to hike tariffs on China imports as trade tensions rise Snowflake rallies, Buffett bets on Japan, Best Buy cautious on tariffs Yahoo Finance's flagship show, Morning Brief, is your go-to source for smarter investing and market moves. Thoughts? Questions? Fan mail? Please email us at [email protected]. Learn more about your ad choices. Visit megaphone.fm/adchoices

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• Markets cool after Fed rally, Nvidia earnings, $18B Keurig deal

  US stocks pull back after last week’s Fed-fueled rally, with investors betting on rate cuts but watching key data ahead of the September FOMC meeting. Nvidia (NVDA) reported earnings on Wednesday, a critical test for the AI trade. Analysts eye data center growth, sovereign AI, and China sales—crypto surges as ethereum hits record highs, boosting Coinbase (COIN) and Circle. Meanwhile, Keurig Dr Pepper (KDP) strikes an $18B deal to acquire JDE Peet’s (JDEP.AS), planning to split its coffee and beverage units into two US-listed companies. Intel (INTC) jumps after the US government takes a 10% stake under the CHIPS Act, Wayfair (W) sinks on new tariff probes, and Ørsted (ORSTED.CO) slumps after the US blocks a central offshore wind farm. Takeaways: Fed rally fades; markets eye PCE data and September rate cut bets Nvidia earnings loom as AI trade faces critical test ethereum surge lifts crypto plays; Circle and Coinbase benefit Keurig Dr Pepper in $18B JDE Peet’s deal; Intel, Wayfair, Ørsted move on policy news Yahoo Finance's flagship show, Morning Brief, is your go-to source for smarter investing and market moves. Thoughts? Questions? Fan mail? Please email us at [email protected]. Learn more about your ad choices. Visit megaphone.fm/adchoices

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• Powell watch, Walmart miss, Palantir tanks ahead of Nvidia

  US stocks slide as the Federal Reserve kicks off its Jackson Hole Symposium, with investors awaiting Chair Jerome Powell’s speech on interest rates. Walmart (WMT) posts its first earnings miss in three years, citing one-time costs, but raises full-year guidance. Tech stocks retreat in a sharp rotation: Palantir (PLTR) tumbles more than 15% from last week’s highs as retail traders buy the dip, while Nvidia (NVDA) gains fresh price target boosts from UBS and Wedbush ahead of next week’s results. Meanwhile, the US and EU finalized trade deal details, Boeing (⁠BA⁠) explored a 500-jet sale to China, and Dayforce (⁠DAY⁠) confirmed a $12.3B buyout by Thoma Bravo. Takeaways: Fed’s Jackson Hole meeting begins with Powell’s speech in focus Walmart earnings miss, drags stock despite higher guidance Palantir plunges as tech sell-off deepens; Nvidia outlook in spotlight Boeing in China jet talks, Dayforce in $12.3B Thoma Bravo deal Yahoo Finance's flagship show, Morning Brief, is your go-to source for smarter investing and market moves. Thoughts? Questions? Fan mail? Please email us at [email protected]. Learn more about your ad choices. Visit megaphone.fm/adchoices

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